Australian Investors Podcast

In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Daryl Wilson from Affluence Funds Management and discusses: 1. Strategic Asset Allocation – How to build a portfolio aligned with your goals, when to adjust your asset class exposure, and using allocation ranges effectively. 2. Tactical Asset Allocation – Should you be style agnostic (e.g. value vs growth vs momentum)? How do you assess whether an asset class offers real value—or is a value trap? 3. Assessing Fund Managers – Comparing established vs new funds, looking beyond performance numbers, aligning managers’ interests with your own, and knowing when to switch managers.) If you love learning about multi-asset investing, fund manager analysis, and small cap opportunities, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered - Overview of Affluence Funds Management - Special Situations and Small Cap Value - Portfolio Construction 101 - Adapting Asset Allocation Over Time - Strategic vs Tactical Allocation Explained - Value vs Growth Style Bias - How to Assess Value and Avoid Value Traps - Global Outlook & Contrarian View - Market Sentiment and “Smart Money” Behaviour - Fund Manager Selection Framework - Manager Due Diligence Process - Fund Structure Preferences - Views on Portfolio Concentration - When to Sell or Redeem a Manager ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #FundManagers #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Xero’s surprise earnings and strategy shift – Tesla’s 40% rally and the White House showroom moment – Lessons from ETF portfolio declines: GUS, KKR, and Vulcan – Why global diversification and position sizing matter more than ever If you love learning about growth stocks, ETF investing, and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Welcome & Introduction – Drew’s DSA conference recap & financial planning insights – Xero’s 23% revenue growth & $640m EBITDA – ARPU up 15% – Xero's subscriber monetisation thesis – Tesla's PR stunt with Trump, 40% rally & sentiment shift – Portfolio Challenge: GUS, Vulcan, KKR & the pain of leverage – Why position sizing and frameworks matter in volatility – Will rates fall before March? Drew’s prediction & RBA talk – ETFs and markets outlook – gold, AI, and the S&P 500 ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Australian Investors Podcast, your host Mitchell Sneddon sits down with Cameron McIntyre, CEO of CAR Group (formerly CarSales), to discuss: CAR Group’s marketplace model & how it makes money Scaling a startup into a global giant M&A strategy and entering markets like Brazil & South Korea Why culture, innovation and execution fuel long-term success The future of car marketplaces & AI-driven disruption If you're interested in marketplace businesses, ASX success stories, or international expansion, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics covered - Welcome & Cameron’s first car (Ford Escort!) - From L’Oreal to Telstra to CAR Group - The moment Cameron chose “something cool” over “corporate comfort” - How CAR Group makes money - What investors should look for in a classifieds business - CAR Group’s competitive advantages - Expanding into Brazil, South Korea & USA - Why they start small with acquisitions - Managing risk & maintaining culture - Culture, innovation & hiring at scale - What drives innovation inside CAR Group - Cameron on Brambles and the value of being a director - Final lessons: Execution & Vision - Cameron’s ideal long lunch pick (Melbourne local favourites) ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #CARGroup #ASX #AustralianInvestorsPodcast #BusinessLeadership #DigitalMarketplaces #InvestingAustralia #CamMcIntyre #MarketplaceModel #TechInvesting Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask and Mitch discuss: - Dividend investing through the lens of pub trivia - ASX ETFs focused on income: VHY, YMAX, SYI, and Harvester - The differences between DRPs, bonus share plans, and franking - Smart strategies (and common traps) in high-yield investing If you love learning about ETF income investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered 1. Welcome & Dividend Pub Trivia 2. What is a dividend aristocrat? 3. Bonus Share Plans vs DRPs 4. Yield tricks & ASX quirks explained 5. ETF Breakdown: VHY, YMAX, SYI, Harvester 6. Franking credits & payout ratios 7. Covered call strategies & yield traps 8. Total return vs yield: What really matters? 9. Final thoughts on income strategy & ETF construction ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask and Mitchell Sneddon discuss: Building a passive income core with ETFs Why total return matters more than high yield Common ETF misconceptions for retirees ETF vs LIC vs managed fund pros and cons If you love learning about ETFs and income investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #ETFs #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: Tesla's drop Why their fake portfolios offer real investing lessons Microsoft's latest results A recap on their $10,000 fake portfolios, and Whether Commsec is still top dog early. At Rask, we take our obligation to our clients and investors extremely seriously - even if it makes us look silly live on air. He’ll make it up to you, next week. If you love learning about long-term investing, ETF strategies, and behavioural finance, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Resources for this episode📄 Want to learn more about investing? Check out our investing and finance courses here:👉 https://education.rask.com.au/~~ Rask Resources ~~🔗 Explore all Rask services – https://bit.ly/R-services📋 Get financial planning – https://www.rask.com.au/advice📈 Start investing with Rask – https://bit.ly/R-invest📜 Access show notes – https://bit.ly/R-notes❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest📲 Follow us on social media: Instagram: ⁠@rask.invest⁠ TikTok: ⁠@rask.invest DisclaimerThis podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.#investing #australianinvestorspodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Owen Rask sits down with Philip Brown, Head of Research at FIIG (Fixed Income Investment Group) to discuss: How bond markets move before equities Understanding credit ratings and junk bonds How FIIG helps everyday investors access corporate bonds The crossover between strategy in sport and investing If you love learning about diversification, risk management, and fixed income investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!Follow us on Instagram and TikTok for more investing insights.Topics Covered Philip Brown’s unlikely path from gateball to global bond research Why bond markets move before equity markets What investors can learn from bond pricing and sentiment How credit ratings are determined and what they mean The role of diversification in a bond portfolio Understanding subordinated and junk bonds How FIIG makes bonds accessible to everyday investors Red flags Philip looks for in a bond issuer The overlap between strategic sport thinking and investment research Resources for this episode📄 Learn more about FIIG:FIIG Official Website~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DisclaimerThis podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.#Investing #FixedIncome #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Drew Meredith and Owen Rask discuss: Are markets heading for another GFC-like crisis? Tesla’s dramatic share price moves and Trump’s Tesla photo op How each of their fake $10,000 portfolios are holding up Lessons in position sizing, diversification and sticking to your plan If you love learning about stock market psychology and long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!Follow us on Instagram and TikTok for more investing insights.Topics Covered Market panic: is this another GFC? Fake $10,000 portfolios update: all 3 in the red Trump buys a Tesla on the White House lawn? Lessons from the drawdowns: position sizing and holding through volatility What should investors actually do right now? Community feedback: should we add monthly portfolio trades? Resources for This Episode📄 Learn more about diversification and rebalancing:$10,000 portfolio challenge~~ Rask Resources ~~🔗 Explore all Rask services – https://bit.ly/R-services📋 Get financial planning – https://bit.ly/R-plan📈 Start investing with Rask – https://bit.ly/R-invest📜 Access show notes – https://bit.ly/R-notes❓ Ask a question – just select the investor podcast – https://bit.ly/R-quest📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMERThis podcast contains general financial information only. That means the information does not take into account your objectives, financial situation or needs. You should consider if the information is appropriate for your situation before acting on it.If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.#Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

Mitch Sneddon shares his harrowing tale of losing 80% on Fleetwood, shedding light on the risks of mining investments. The conversation highlights the critical importance of diversification and the dangers of overconfidence in investing. Key concepts like identifying 'price takers' vs. 'price makers' emerge, along with modern portfolio strategies focused on ETFs. Personal anecdotes illustrate the impact of past mistakes, emphasizing the need for a solid financial foundation and preparing for retirement while managing risk.

In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, and Drew Meredith, Director of Wattle Partners, dive into the latest ASX news, explain why FANG stocks should be on your watchlist, and the latest at WiseTech Global (ASX: WTC).If you like small-cap investing, global technology companies or the stock market in general, you'll get the names and analysis of top ASX shares and NASDAQ-listed shares.  If you like this Australian Investors Podcast episode on US stocks and portfolio construction, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.Topics covered today: The case for US stocks China v America company-specific trade war Mineral Resources Ltd (ASX: MIN) director changes Are we worried about inflation?  What is a family trust + bucket company and why did Owen use one? How to construct a portfolio with low risk assets Is 23% in Soul Patts (ASX: SOL) and Australian Foundation Investment Ltd (ASX: AFI) How to get a job in finance Resources for this episode $10k portfolios - daily tracking: https://www.raskmedia.com.au/portfolio/ Ask a question (select the Retirement podcast): https://bit.ly/R-quest  Rask Resources All services: https://bit.ly/R-servicesFinancial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices